Texas Instruments (NASDAQ:TXN) Stock Rating Upgraded by Zacks Research

Key Points

• Zacks Research upgraded Texas Instruments to “strong buy” from “hold”, while the broader analyst consensus remains “Moderate Buy” with an average price target of $312.12.
• Texas Instruments exceeded quarterly expectations, reporting $2.14 in EPS and $5.46 billion in revenue; revenue increased 22.8% year over year, and the company issued third-quarter guidance of $2.23–$2.57 EPS.
• Shares opened at $281.24, below the 52-week high of $334.03. Institutional investors own approximately 84.99% of the stock, while company insiders own 0.60% following recent sales by the CFO and a vice president.

Texas Instruments (NASDAQ:TXN - Get Free Report) was upgraded by Zacks Research from a "hold" rating to a "strong-buy" rating in a note issued to investors on Monday,Zacks.com reports. Zacks Research also issued estimates for Texas Instruments' Q3 2026 earnings at $2.25 EPS, FY2026 earnings at $7.87 EPS and Q3 2027 earnings at $2.60 EPS.

Several other equities research analysts also recently issued reports on TXN. UBS Group reiterated a "buy" rating and set a $380.00 price target on shares of Texas Instruments in a report on Thursday, July 23rd. Susquehanna raised their price objective on Texas Instruments from $300.00 to $340.00 and gave the company a "positive" rating in a research note on Tuesday, July 21st. TD Cowen cut their price objective on shares of Texas Instruments from $360.00 to $340.00 and set a "buy" rating on the stock in a report on Thursday, July 23rd. Sanford C. Bernstein upped their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a "market perform" rating in a research note on Thursday, July 23rd. Finally, Cantor Fitzgerald reiterated a "neutral" rating on shares of Texas Instruments in a report on Monday, July 20th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company's stock. According to MarketBeat, Texas Instruments currently has an average rating of "Moderate Buy" and a consensus target price of $312.12.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $281.24 on Monday. The stock has a market cap of $256.84 billion, a price-to-earnings ratio of 42.81, a PEG ratio of 1.10 and a beta of 1.33. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. Texas Instruments has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The firm's 50-day simple moving average is $294.04 and its 200 day simple moving average is $255.29.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts' consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company's revenue for the quarter was up 22.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts anticipate that Texas Instruments will post 8.42 earnings per share for the current fiscal year.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of the company's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president owned 42,519 shares in the company, valued at $13,143,898.47. This represents a 10.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the transaction, the chief financial officer owned 85,485 shares of the company's stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is currently owned by insiders.

Institutional Trading of Texas Instruments

A number of large investors have recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new stake in shares of Texas Instruments during the 2nd quarter worth approximately $24,607,313,000. Bank of New York Mellon Corp bought a new stake in shares of Texas Instruments in the 2nd quarter worth approximately $4,488,666,000. Norges Bank purchased a new position in Texas Instruments in the fourth quarter valued at approximately $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Texas Instruments in the second quarter valued at approximately $1,205,585,000. Finally, Deutsche Bank AG bought a new position in Texas Instruments during the second quarter valued at $1,070,947,000. Hedge funds and other institutional investors own 84.99% of the company's stock.

About Texas Instruments

Texas Instruments Inc NASDAQ: TXN is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company's products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI's business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI's product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.

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